See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $46,972 |
THE HASLAUER GROUP, INC.6+ years Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1487108 | Recordkeeping | $4,986 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,866 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,474 | $104,475-6.7% | $159,436-38.9% | $79,386+22.8% |
| Participation rate | 57.1% | 76.6%-19.5pp | 82.8%-25.7pp | 70.7%-13.6pp |
| Annual return | 14.08% | 67.95%-53.9pp | 263.57%-249.5pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,819 | $3,417-46.7% | $4,829-62.3% | $2,427-25.0% |
| Participant deferral / active EE | $2,839 | $6,467-56.1% | $7,352-61.4% | $4,046-29.8% |
| Admin fee / account holder | $51 | $711-92.9% | $10,799-99.5% | $626-91.9% |